Six Key Areas

A PERSONAL MONEY MANAGEMENT WORKSHOP

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What You Will Learn:
Whether we are working to accumulate additional assets or content to protect what we have there are six key areas to consider. Some areas may become more significant at certain times, but all areas should be addressed carefully.

 

 

 

 

 

From a Human Resources perspective, you made it a very simple process for us to give our colleagues something of value, without expense to the company.

By PATTI PHILLIPS, HR MANAGER, FIRST HEALTH.

 

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TOPICS INCLUDE:

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  • INCOME PROTECTION

  • CAPITAL RISK

  • INCOME TAX

  • ASSET PROTECTION

  • RETIREMENT PLANNING

  • ESTATE PLANNING

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